See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,861 | $80,724-59.3% | $103,333-68.2% | $74,495-55.9% |
| Participation rate | 55.7% | 65.7%-10.0pp | 74.5%-18.8pp | 67.2%-11.5pp |
| Annual return | 16.52% | 27.56%-11.0pp | 24.88%-8.4pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $6,087 | $3,157+92.8% | $3,868+57.4% | $2,623+132.1% |
| Participant deferral / active EE | $2,285 | $3,860-40.8% | $5,057-54.8% | $4,346-47.4% |
| Admin fee / account holder | $1,345 | $2,368-43.2% | $8,355-83.9% | $1,942-30.7% |